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Claro Advisors’s Warner Bros WBD Stock Holding History

Claro Advisors’s Portfolio WBD Stock Details WBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-9,358
Closed -$270K – 533
2025
Q4 		$270K Sell
9,358
-2,233
-19% -$52.2K 0.04% 357
2025
Q3 		$226K Buy
11,591
+484
+4% +$6.59K 0.03% 360
2025
Q2 		$127K Buy
+11,107
New +$104K 0.02% 369
2019
Q1 		– Sell
-237
Closed -$8K – 933
2018
Q4 		$8K Buy
+237
New +$7.22K 0.01% 724

Other funds holding WBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Claro Advisors's WBD Position: Q1 2026 in Review

Claro Advisors sold out of Warner Bros (WBD) in Q1 2026, closing a stake of 9,358 shares — an estimated $270K sold.

Claro Advisors first reported a position in WBD in Q4 2018 and held it in 4 quarters. The position peaked at $270K in Q4 2025. 1,315 funds tracked by Wall St. Rank hold WBD as of Q1 2026.

  • Claro Advisors reported no remaining Warner Bros position as of Q1 2026 after selling out during the quarter.
  • Claro Advisors sold 9,358 Warner Bros shares in Q1 2026, an estimated $270K.
  • Claro Advisors first reported a position in Warner Bros in Q4 2018 and held it in 4 quarters.
  • Claro Advisors's Warner Bros position peaked at $270K in Q4 2025.
  • 1,315 funds tracked by Wall St. Rank held Warner Bros as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.